Schwab U S Broad Market ETF shares owned by Advisor OS
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 27k | 25.71 |
| 2025-06-30 | $461k | 19k | 23.83 |
| 2025-03-31 | $418k | 19k | 21.53 |
| 2024-12-31 | $443k | 20k | 22.70 |
| 2024-09-30 | $266k | 4.0k | 66.54 |
| 2024-06-30 | $215k | 3.4k | 62.87 |